Stratos Wealth Partners’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
17,606
-23,335
| -57% | -$513K | 0.01% | 1032 |
|
|
2025
Q1 | $889K | Buy |
40,941
+982
| +2% | +$21.3K | 0.01% | 704 |
|
|
2024
Q4 | $854K | Buy |
39,959
+4,450
| +13% | +$95.1K | 0.01% | 756 |
|
|
2024
Q3 | $787K | Buy |
35,509
+373
| +1% | +$8.27K | 0.01% | 770 |
|
|
2024
Q2 | $747K | Sell |
35,136
-1,791
| -5% | -$38.1K | 0.01% | 758 |
|
|
2024
Q1 | $790K | Buy |
36,927
+4,718
| +15% | +$101K | 0.01% | 731 |
|
|
2023
Q4 | $697K | Buy |
32,209
+8,067
| +33% | +$175K | 0.01% | 747 |
|
|
2023
Q3 | $492K | Buy |
+24,142
| New | +$492K | 0.01% | 824 |
|